Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY MANAGEMENT CORP | 11-14-2023 | 09-30-2023 | 157 | 440,350,873 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MASTERCARD INCORPORATED | CL A | 51 | $2,457,017 | 6,206 | 0.00 | 0.00 | -89 | -1.41 | 09-30-2023 |
| TESLA INC | COM | 52 | $2,443,899 | 9,767 | 0.00 | 0.00 | 8,331 | 580.15 | 09-30-2023 |
| DISNEY WALT CO | COM | 53 | $2,418,127 | 29,835 | 0.00 | 0.00 | -1,035 | -3.35 | 09-30-2023 |
| ARES CAPITAL CORP | COM | 54 | $2,307,954 | 118,539 | 0.00 | 0.00 | 55,544 | 88.17 | 09-30-2023 |
